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davidmatyas
Level 3
posted
‎January 30, 2019 08:35 PM
last updated ‎January 30, 2019 8:35 PM

How to generate a report of all jobs that have activity in a time frame?

I have been trying to keep track of jobs via job, etc...

Is there a way for me to generate a report of a list of A) all jobs that have been created during a time frame or B) a list of all jobs that have bills or time entries for them during that time period

 

Thank you

 

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2 Comments 2
Anonymous
Not applicable
‎January 30, 2019 11:11 PM

How to generate a report of all jobs that have activity in a time frame?

Hello davidmatyas,

 

You can customize the Transaction List by Customer report to show only the all jobs' transactions during a period of time. Here's how:

  1. Go to the Reports menu.
  2. Choose Customers & Receivables.
  3. Select Transaction List by Customer.
  4. Click on Customize Report.
  5. In the Filter tab, search for Job Type.
  6. From the drop-down menu, choose Multiple Job Types. 
  7. Choose the period. 
  8. Click on OK.

 

Let us know if you have any questions. Thanks! 

 

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qbteachmt
Level 15
‎January 31, 2019 10:49 AM

How to generate a report of all jobs that have activity in a time frame?

@Anonymous

 

Please Learn from this input. The solution you offer is only for Sales and transactions where Customer is the Source Name.

 

What is being asked is Job, or Target data.

 

@davidmatyas

 

You need more than one report. Start from the Income Tracker, to see Billable Time and Costs. Then, Reports menu > Submenu for Jobs, Time & Mileage:

 

Unbilled Costs by Job, filter on Billable Status = Any. This is Expense and Items tab entries from Purchases, job tracked.

 

Job Profitability and Item Profit reporting; my favorite is Job Profitability Detail for any one job.

 

The Timesheet based reports are here: Time by XX by XX by XX, is available, to the level of, example..Time by Job by Name by Item. Time by Item by Name by Job. Time by Job, only.

 

Mileage reports are here.

 

Then go to Reports menu > Sales and run Sales reports, if you also Charged customers, such as Sales by Item shows cost and profit margin.

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